CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | ADOBE INC | 5K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 3K | $1M+ | SH |
| EEM | ISHARES MSCI | 34K | $1M+ | SH |
| KMI | KINDER MORGAN | 68K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 42K | $1M+ | SH |
| DEHP | DIMENSIONAL EMERGING | 57K | $1M+ | SH |
| FCX | FREEPORT MCMORAN | 36K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| IXP | ISHARES TR | 15K | $1M+ | SH |
| EWW | ISHARES MSCI | 26K | $1M+ | SH |
| EMF | TEMPLETON EMERGING MKTS FD | 107K | $1M+ | SH |
| DFAT | DIMENSIONAL US | 30K | $1M+ | SH |
| CGO | CALAMOS GLOBAL TOTAL RETURN | 159K | $1M+ | SH |
| SLB | SLB LIMITED | 47K | $1M+ | SH |
| VCR | VANGUARD CONSUMER | 5K | $1M+ | SH |
| PRFD | PIMCO PFD | 34K | $1M+ | SH |
| USB | U S BANCORP DE | 33K | $1M+ | SH |
| CFA | VICTORYSHARES US | 19K | $1M+ | SH |
| MINT | PIMCO EHNANCED | 17K | $1M+ | SH |
| APLU | ALLSPRING EXCHANGE TRADED FU | 69K | $1M+ | SH |
| GSY | INVESCO ULTRA | 34K | $1M+ | SH |
| BSCT | INVESCO BULLETSHARES | 91K | $1M+ | SH |
| TILT | FLEXSHARES MORNINGSTAR | 7K | $1M+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 132K | $1M+ | SH |
| CALF | PACER U S | 38K | $1M+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS | 4K | $1M+ | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 157K | $1M+ | SH |
| CMCSA | COMCAST CORP | 56K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 11K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 6K | $1M+ | SH |
| JCPI | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| AOR | ISHARES CORE | 25K | $1M+ | SH |
| BSL | BLACKSTONE SENIOR | 121K | $1M+ | SH |
| IWV | ISHARES RUSSELL | 4K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 24K | $1M+ | SH |
| NPFI | NUVEEN PREFERRED | 62K | $1M+ | SH |
| DVN | DEVON ENERGY | 44K | $1M+ | SH |
| DFAS | DIMENSIONAL US | 23K | $1M+ | SH |
| IBHG | ISHARES IBONDS | 72K | $1M+ | SH |
| IWR | ISHARES RUSSELL | 17K | $1M+ | SH |
| SCHW | SCHWAB CHARLES | 16K | $1M+ | SH |
| ADME | ETF SER SOLUTIONS | 31K | $1M+ | SH |
| VYMI | VANGUARD INTL | 17K | $1M+ | SH |
| ADP | AUTOMATIC DATA | 6K | $1M+ | SH |
| CET | CENTRAL SECS CORP | 31K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES | 12K | $1M+ | SH |
| DNLI | DENALI THERAPEUTICS | 95K | $1M+ | SH |
| DUK | DUKE ENERGY | 13K | $1M+ | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 29K | $1M+ | SH |
| JQUA | JPMORGAN US | 24K | $1M+ | SH |